Getting your products order ready | SRBG_005
SW

Sam Webster

Created Sep 05, 2023

Getting your products order ready | SRBG_005

We've covered the creation of our basic products, but we're yet to assign any pricing or other elements that are critical in allowing our customers to place orders for them.

In this tutorial, we'll cover the basics of these features, including:

  • Basic product pricing

  • Creating and applying basic taxes

  • Fixed price shipping

  • Paying by purchase order

41
1

Navigate to Product Management

Navigate to Product Management
2

Click on Add new

To begin, let's create a simple product on which to undertake this configuration. This is simply to keep it separate from everything else we've created so far.

Click on Add new
3

Type "Sample Priced Product"

Let's make it a Stock product.

Type "Sample Priced Product"
4

Click on Create

Click on Create

#

Pricing your product

7 Steps
5

Click on Product variants

You'll be taken to the Product Details screen for the product you just made.

Navigate to the Product Variants tab.

Product Variant houses much of the financial and technical information related to the product. Here, we'll find pricing, tax, formats, weights, dimensions and more.

Each product has ONE Product Variant associated with it.

Click on Product variants
6

Click on Edit

Click on Edit
7

Within the product variant screen, click on the Info tab

Within the product variant screen, click on the Info tab
8

Navigate to Price and enter a value

There are numerous areas and means by which to price your Infigo products.

We have tiered pricing, pricing per page, discounts, "call for price" and much more.

Those are covered in the more detailed tutorials of the Infigo Academy. Here, we're focusing on the absolute basics of a fixed price.

Navigate down the Info page to the "Price" field and apply a price to your product.

Navigate to Price and enter a value
9

Click on Save and Continue Edit

Click on Save and Continue Edit
10

Click on View product page

As always, this will let you view the product from the front-end of your Storefront.

Click on View product page
11

Your price will be displayed on your product landing page

As you'd expect, adding the product to basket at this point would increase your basket total to match all of the products contained within it.

You can also specify a quantity if you wish to add more than one to basket. The price added to the basket total will be the quantity multiplied by the displayed price.

Your price will be displayed on your product landing page

#

Adding taxes to your product

18 Steps
12

Navigate to Tax Categories

Tax categories are simply folders for your different tax rates. You aren't specifying a tax rate on this screen, simply creating a category which we can utilise in multiple ways in future steps.

Navigate to Tax Categories
13

Click on Add new

Click on Add new
14

Type a name for the tax category

Type a name for the tax category
15

Click on Save

Click on Save
16

Navigate to Tax Providers

Now, this is where we decide what to do with those Tax Categories we have created.

You will be presented with a range of tax provision methods you can utilise within Infigo. This includes detailed specification of taxes by location and plugins with third-party tax systems such as TaxJar.

In this instance, we're once again keeping it quick and simple by specifying fixed tax rates. This allows us to define a fixed rate for any of the tax categories we've created.

Navigate to Tax Providers
17

Click on Fixed tax rate provider

The "is primary provider" column should confirm that, by default, fixed rate is selected as your tax provider.

If not, or if you wish to change it, simply click Select on the method you wish to use.

Click on Fixed tax rate provider
18

Click on Configure on the Fixed Rate row

Click on Configure on the Fixed Rate row
19

Click on Edit

Here, you will see a list of all of your specified Tax categories.

The rate column shows the percentage of tax associated with that rate.

Click Edit on the appropriate row to change that rate.

Click on Edit
20

Type a new rate

Type a new rate
21

Click on Update

Click on Update
22

Click on Product Management

Finally for tax, we need to specify on our product which taxes it is subject to.

This is once again done as part of the Product Variant settings.

Click on Product Management
23

Click on '+' icon for faster access to the Product Variant screen

Click on '+' icon for faster access to the Product Variant screen
24

Click on Edit

Click on Edit
25

Navigate to Available Tax Categories and select the category (or multiple) you wish to apply to this particular product

Navigate to Available Tax Categories and select the category (or multiple) you wish to apply to this particular product
26

Click on Save and Continue Edit

Click on Save and Continue Edit
27

Click on View product page

Click on View product page
28

Add one or more of your product to your basket

Add one or more of your product to your basket
29

Tax added to the basket total will be displayed within the basket

Tax added to the basket total will be displayed within the basket

#

Setting up basic delivery (or shipping) options for your product

13 Steps

An important note! Depending on where you are in the world, you may see some options from the following steps labelled slightly differently.

Depending on your location and which of our servers your platform is located, you may see the terms "Delivery" or "Shipping".

So, if I talk about one and you can't find it, try searching for the other!

30

Navigate to Delivery Methods

As with Tax Categories, Delivery Methods are essentially just folders. All you are doing on this screen is creating a Delivery Method. We'll be specifying what to do with that method later in the process.

Navigate to Delivery Methods
31

Click on Add new

Click on Add new
32

Type a name for the Delivery Method

Type a name for the Delivery Method
33

Click on Save

Click on Save
34

Navigate to Delivery Computation

Now we'll decide what to do with the Delivery Methods we're just created.

The Delivery Computation screen will show you a range of available computation methods. These range from fixed rate shipping (which we'll be focusing on here) and shipping by weight, to third party integrations such as with FedEx and Easypost.

In the rapid build tutorials, we'll focus solely on the fixed rate shipping.

Navigate to Delivery Computation
35

Click on Fixed Rate Shipping

Click on Fixed Rate Shipping
36

Click on Configure

The fixed rate shipping configuration screen will show you a list of the Delivery Methods you have available on this Storefront.

Each Delivery Method will have a fixed rate associated with it.

Click on Configure
37

Click on Edit next to your newly created Delivery Method

Click on Edit next to your newly created Delivery Method
38

Enter a fixed rate of shipping for choosing this method

Enter a fixed rate of shipping for choosing this method
39

Click on Update

Click on Update
40

Navigate back to the front end of your Storefront and click on checkout

Navigate back to the front end of your Storefront and click on checkout
41

Navigate through the checkout until you reach the delivery stage

Navigate through the checkout until you reach the delivery stage
42

All of your enabled fixed rates will be available for selection

The customer will be able to choose between all available fixed rates

All of your enabled fixed rates will be available for selection

#

Accepting payments by purchase order

9 Steps
43

Navigate to Payment Methods

Infigo has a wide selection of available payment methods ready for configuration. Many of these are plugins to third party systems such as Stripe or Paypal.

Note that multiple payment methods can be active on one storefront, you don't have to provide your users with only one payment option.

Here, we will be focusing on the default method of accepting payment, commonly available on B2B storefronts. Purchase Orders.

Navigate to Payment Methods
44

Click on Configure on the Purchase Order row

Click on Configure on the Purchase Order row
45

Add an additional fee

In our case, let's add an additional fee for the use of Purchase Orders on our storefront.

Enter a value in the Additional Fee input. This static value will be added to the overall price whenever Purchase Order is selected as the payment option.

Add an additional fee
46

Check Purchase Order Number is compulsory

Check Purchase Order Number is compulsory
47

Click on Save

Click on Save
48

Navigate back to your Storefront front-end and proceed through the checkout again

As your only default available payment method, you will be presented with an input in which to enter your Purchase Order number.

Navigate back to your Storefront front-end and proceed through the checkout again
49

Enter a PO number and you will be able to proceed through and place the order

Enter a PO number and you will be able to proceed through and place the order
50

Click on Continue

Click on Continue
51

The order confirmation screen will show us all of our specified pricing information

The order confirmation screen will show us all of our specified pricing information
Well done!
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